TrueAdvisor
TrueAdvisor
SH
CFP
SH
CFP

Stuart Honenberger

Commonwealth Financial Network
20 Years of Experience
Williamsburg, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Stuart Honenberger is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Williamsburg, VA, with 20 years of industry experience. Stuart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2913 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5400 Discovery Park Boulevard, Suite 101, Williamsburg, VA, 23188

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stuart sells fixed insurance, dedicating minimal time to this activity. He also owns Cornerstone Wealth, LLC, which operates securities, advisory, and insurance businesses, taking up all of his time, and Redland Real Estate, LLC, which manages commercial real estate.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
January 2017 - Present · 9 yrs 9 mos
Commonwealth Financial Network
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2009 - February 2017 · 7 yrs 8 mos
Raymond James Financial Services, INC.Broker
June 2009 - February 2017 · 7 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2009 · 0 mos
Citigroup Global Markets INC.
August 2006 - June 2009 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
July 2006 - June 2009 · 2 yrs 11 mos
State Registrations17 states
CACOFLIDILINKYLAMAMONCNYOHTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Williamsburg, VA →All financial advisors in Virginia →